Accounts receivable automation software features

Monitor cashflow and get paid faster with the industry leading A/R automation software.

Custom Scheduled Reminders via Email and SMS

The key to staying on top of your invoices and accounts receivable is letting customers know the current status of their invoices. InvoiceSherpa allows you to easily automate the entire process and will send out reminders when:

An invoice is created

The invoice is past due

A due date is coming up

A thank you when payment has been received

Recurring Charges

Recurring charges are popular with monthly subscriptions, SaaS-based business or monthly fixed costs. No need for an administrator or an accountant to follow up on these monthly fixed invoices, InvoiceSherpa does the work for you.

Increase cash flow!

Use your existing invoicing

Completely automatic

Fully customizable

Customer Portal

With a few clicks we can create a custom portal that allows your customers to view, pay, and ask questions about all of their invoices:

View all of their invoices

Get a complete overview

Set up your customers with payment plans

Collect invoice payments

Our customer portal allows your customers to view, pay, and enroll in automatic payments and enable automatic payments for future invoices.

Integrated Payments

Syncs with your payment processor instantly.

Customers can pay you via Credit Card or ACH directly from the invoice reminder.

Seamlessly integrates with your payment processor in seconds.

Integrates with major payment processors through*

Have the ability to run credit card and ACH/eCheck directly through the virtual terminal.

*Chase Paymentech - Tampa Processing Platform (USD, CAD); Elavon (USD, CAD); First Data Merchant Services (FDMS); First Data Omaha (USD, CAD); First Data Nashville (USD, CAD); Global Payments - East Processing Platform (USD, CAD); Heartland Payment Systems (USD); TSYS Acquiring Solutions (USD); Heritage WorldPay (USD); Vantiv / WorldPay Core (USD); EVOSnap (USD, CAD); NAB EPX (USD, CAD).

Customers can pay you via Credit Card or ACH directly from the invoice reminder

Integrate with your current payment processing solution in minutes. Our A/R automation software will easily allow you to collect payments, in real time, from the email or text reminder sent out by our system.

When a payment is collected you will be alerted and a payment will be posted directly to the invoice in your accounting software so there’s no need to double enter.

Syncs in a snap!

All payments, both inbound and outbound are automatically booked into your accounting system against the appropriate invoice, bill, or customer. We can even automatically reconcile your deposits!

Automatic Payments

Auto Revenue: Set automatic charges either on due date or selected invoice date.

Auto Charge: Eliminate the chase. Set up clients on AutoPay to save the hassle and guarantee your payment.

Auto Sync: Payments received will automatically update and synchronize with your accounting platform - no accountant needed!

Auto Late Fee: Apply a customized and automatic late fee to all past due invoices.

Customers can pay you via Credit Card or ACHdirectly from the invoice reminder

1.  Connect payment processing

InvoiceSherpa seamlessly connects to your payment processor within seconds, giving your customers the convenience of instant payment via the invoice.

2.  Setup Your Customers

Choose which customers you want to bill, prioritize the payment gateway to use, and select invoices to be automatically paid.

3.  Start Getting Paid!

Let our accounts receivable automation software do the work by auto charging all of your scheduled auto payments, ultimately accelerating your cash flow.

Start your journey to increased cash flow today!




Try InvoiceSherpa for free